User guide

Version 1.1

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Table of Contents
1 2 3 4 5 6 7 8 9 STRATEGIES- SMART FILTER ............................................................................................................. 3 STRATEGIES- CUSTOM FILTER .......................................................................................................... 7 STRATEGIES- WATCH LIST .............................................................................................................. 12 PORTFOLIO ................................................................................................................................... 16 RATES ........................................................................................................................................... 18 ACCOUNT ACTIVITIES..................................................................................................................... 21 POSITIONS- OPEN POSITIONS ........................................................................................................ 23 POSITIONS- ORDERS ...................................................................................................................... 26 POSITIONS- CLOSED POSITIONS ..................................................................................................... 27

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STRATEGIES- SMART FILTER

The Smart Filter will help you find appropriate strategies based on your start balance and trade size. This filter calculates the performance data of all strategies during the selected time frame, and shows only those strategies that fit your criteria. Each strategys performance is presented in a table and on a graph. In order to see a strategys curve on a graph, simply click on the Curve icon. You can add a strategy to your Portfolio by clicking on the Plus icon. You can also add strategies to your Watch List and monitor their performance by clicking on the Star icon.

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Terms and Definitions Filter Criteria

Start Balance The amount of money you intend to use for trading. There are suitable strategies for each combination of Start Balance and Trade Size. You may increase or decrease the value or enter any amount manually.

Trade Size (k): The size you intend to use for trading (e.g. 100k= 100,000 currency units=1 lot; 10k= 10,000 currency units=1 mini lot).

Time Frame: The period of time that you refer to or judge past results against (time refers to calendar days).

Table Columns Curve Icon: A Strategy's P/L Curve (Profits and Losses Curve) displays a graph plot of total trading performance for the selected time frame. You can place up to 5 strategies on the graph. To remove a strategy curve from the graph, click on the left hand icon associated with the strategy. To add a strategy curve to graph, simply click on the Curve icon. Star Icon: Click on this icon to add strategies to your Watch List for future reference. Strategy: Generic strategy name. Symbol: Traded currency pair. T-score Rating System: A unique Tradency scoring method, operating on a scale of 1 to 10, which indicates strategies relevance to current market conditions (momentum) and takes into consideration strategies risk and reward. A Strategys T-score appears as N/A when it has not yet reached 50 tradesthat is, when Tradency does not yet have enough information to rate it. Total trades: The total number of trades opened and closed during the selected time frame. ROI % (Return on Investment): Calculated by dividing your strategys Profit/Loss in pips by the Start Balance you entered into the Smart Filter, during the selected time frame. MDD%: Maximum Draw Down in percentage terms, calculated using your "Start Balance," Trade Size and Time Frame. The strategies shown here have not had losses greater than your acceptable trading criteria.

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MP (Max Positions): The number of open positions that a strategy may trade simultaneously for a currency pair. The MP is determined by the strategy. For example, an MP of 4 means that the strategy may trade 4 positions at the same time. Hence, if your trade size is 10k you might actually have 4 positions trading 10K each, for a total of 40k.

Pips: Net pips earned or lost by the strategy during the selected time frame. Add Strategy: Click on the Plus icon to add a strategy to your portfolio. When adding a strategy, you should set the amount (k) which determines the lot size of the positions opened by this strategy from now on. You can also set a pause level to the strategy in order to inactivate it automatically, when its losses (based on close positions only) meet your comfort level.

Additional Functions Export to Excel: Exports the data to Excel for further analysis. Display Mode: Allows you to change the display mode to table only, graph only, or both.

Notes & Tips You may want to experiment with different combinations of Start Balance and Trade Size (k) in order to gain perspective on how these criteria affect the results of filtered strategies. Max Positions have a direct effect on your portfolio exposure, as a strategy may hold several open positions and therefore increase your actual trading leverage (exposure). Clicking on the strategy name opens the strategy card, where you can find detailed information about its trading history.

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 You can view a combination of up to 5 strategies in the Graph display. Use this feature in order to find the best strategies and/or combinations for your portfolio.

As soon as a strategy is added to your portfolio, its new trades will be automatically placed in your account. It might take some time for a strategy to open a trade after being added to your portfolio. Positions opened by the strategies will be closed by the strategy as well. However you can close each position manually from the open positions section. When the strategy reaches the Pause level you provided, it is automatically inactivated. The strategy will stay in the portfolio, but new positions opened by it will not be executed in the account. Other open positions remain open until a closing signal is sent by the strategy or yourself. The Pause level is an approximate value, since it only takes into account the closed positions of the strategy, while open positions remain open. When the strategy closes the open positions, they will not necessarily meet the exact value set as the Pause level. Use Custom Filter to view all available strategies trading results and statistics.

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STRATEGIES- CUSTOM FILTER

The Custom Filter enables you to not only view and analyze all strategies trading results and statistics, but to filter and sort the results by any chosen criteria. Click Add Criteria ( )

to add more criteria for filtering: For example, you can choose to see only strategies with a T-score higher than 8 and MP (Max Positions) lower than 4.

The strategies performance is presented in a table and on a graph. Clicking on the will present the Strategy Curve.

Curve icon

You can add each strategy to your Portfolio by clicking on the Plus icon. You can also add strategies to your Watch List and monitor their performance by clicking on the Star icon.

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Terms and Definitions Curve Icon: A strategy's P/L Curve (Profits and Losses) displays a graph plot of total trading performance for the selected time frame. You can place up to 5 strategies on the graph. To remove a strategy curve from the graph, click on the left hand icon associated with the strategy. To add a strategy curve to graph, simply click on the Curve icon. Star Icon: Click on this icon to add or remove strategies from your Watch List. Strategy Name: Generic name for a strategy. Symbol: Traded currency pair. T-score Rating System: A unique Tradency scoring method, operating on a scale of 1 to 10, which indicates strategies relevance to current market conditions (momentum) and takes into consideration strategies risk and reward. A Strategys T-score appears as N/A when it has not yet reached 50 tradesthat is, when Tradency does not yet have enough information to rate it. MP (Max Positions): The number of open positions that a strategy may trade simultaneously for a currency pair. The MP is determined by the strategy. For example, an MP of 4 means that the strategy may trade 4 positions at the same time. Hence, if your trade size is 10k you might actually have 4 positions trading 10K each, for a total of 40k. Pips: Net pips earned or lost by the strategy during the selected time frame. P/L: Profit or Loss ($) generated by a strategy during the selected time frame. The P/L uses a 100K trade size and includes rollover. Total trades: The total number of trades opened and closed during the selected time frame. Max DD (Maximum Draw Down): The worst losing sequence of the strategy in pips (the largest drop from net balance peak to net balance valley). Profit Factor: The ratio of the net profit versus the net loss (in account currency terms). This ratio shows by how much the profit exceeded the loss. For example, a value greater than 1 means the strategy has generated more profits than losses. RAR (Risk Adjustment Ratio): The direct measure of return in pips divided by the maximum drawdown in pips. A value greater than 1 means that the strategy has generated profits in excess of the largest drawdown loss. For example, an RAR of 3 means that the strategy's returns are 3 times greater than its maximum drawdown.

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Win %: The percentage of wining trades out of the total amount of recorded trades. This percentage does not necessarily reflect a strategys profitability; instead, it simply shows how many times the strategy was correct.

ATT (Average Trade Time): The average holding period, in hours, of each trade. LPT (Largest Profit Trade): The trade that resulted in the largest profit (in pips). APT (Average Profit Trade): A calculation of the gross profit (in pips) divided by the number of profitable trades.

LLT (Largest Losing Trade): The trade that resulted in the largest loss (in pips). ALT (Average Losing Trade): A calculation of the gross loss (in pips) divided by the number of losing trades.

Start Date: The day the strategy began trading with a specific currency pair. Add/Remove Columns Icon: Click on this icon to add or remove columns (your trading criteria) from the results table.

Add Strategy: Click on the Plus icon to add a strategy to your portfolio. When adding a strategy, you should set the amount (k) which determines the lot size of the positions opened by this strategy from now on. You can also set a pause level to the strategy in order to inactivate it

automatically, when its losses (based on close positions only) meet your comfort level.

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Additional Functions Export to Excel: Exports the data to Excel for further analysis. Display Mode: Allows you to change the display mode to table only, graph only, or both.

Notes & Tips Use the Add Criteria to choose the ranges of performance results, according to your trading preferences. Max Positions have a direct effect on your portfolio exposure, as a strategy may open several positions and therefore increase your actual trading leverage (exposure).

Clicking on the strategy name opens the strategy card, where you can find detailed information about its trading history.

You can view a combination of up to 5 strategies in the Graph display. Use this feature in order to find the best strategies and/or combinations for your portfolio.

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 As soon as a strategy is added to your portfolio, its new trades will be automatically placed in your account. It might take some time for a strategy to open a trade after being added to your portfolio. Positions opened by the strategies will be closed by the strategy as well. However you can close each position manually from the open positions section. When the strategy reaches the Pause level you provided, it is automatically inactivated. The strategy will stay in the portfolio, but new positions opened by it will not be executed in the account. Other open positions remain open until a closing signal is sent by the strategy or yourself. The Pause level is an approximate value, since it only takes into account the closed positions of the strategy, while open positions remain open. When the strategy closes the open positions, they will not necessarily meet the exact value set as the Pause level. You can add strategies to your Watch List, in order to follow up on their performance, by clicking on the Star icon.

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STRATEGIES- WATCH LIST

The Watch List provides you with quick access to selected strategies of interest. Use the Watch List to follow up on strategies performance before actually adding them to your portfolio. The strategies performance is presented in a table and on a graph. To see the strategy curve, simply click on the Curve icon.

You can customize your table view with your preferred criteria by clicking on the Add/Remove Columns icon. Click on the Plus icon to add a strategy to your portfolio.

Terms and Definitions Curve Icon: A strategy's P/L Curve (Profits and Losses) displays a graph plot of total trading performance for the selected time frame. You can place up to 5 strategies on the graph. To remove a strategy curve from the graph, click on the left hand icon associated with the strategy. To add a strategy curve to graph, simply click on the Curve icon. Star Icon: Click on this icon to add or remove strategies from your Watch List. Strategy Name: Generic name for a strategy. Symbol: Traded currency pair.

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T-score Rating System: A unique Tradency scoring method, operating on a scale of 1 to 10, which indicates strategies relevance to current market conditions (momentum) and takes into consideration strategies risk and reward. A Strategys T-score appears as N/A when it has not yet reached 50 tradesthat is, when Tradency does not yet have enough information to rate it.

MP (Max Positions): The number of open positions that a strategy may trade simultaneously for a currency pair. The MP is determined by the strategy. For example, an MP of 4 means that the strategy may trade 4 positions at the same time. Hence, if your trade size is 10k you might actually have 4 positions trading 10K each, for a total of 40k.

Pips: Net pips earned or lost by the strategy during the selected time frame. P/L: Profit or Loss ($) generated by a strategy during the selected time frame. The P/L uses a 100K trade size and includes rollover.

Total trades: The total number of trades opened and closed during the selected time frame. Max DD (Maximum Draw Down): The worst losing sequence of the strategy in pips (the largest drop from net balance peak to net balance valley).

Profit Factor: The ratio of the net profit versus the net loss (in account currency terms). This ratio shows by how much the profit exceeded the loss. For example, a value greater than 1 means the strategy has generated more profits than losses.

RAR (Risk Adjustment Ratio): The direct measure of return in pips divided by the maximum drawdown in pips. A value greater than 1 means that the strategy has generated profits in excess of the largest drawdown loss. For example, an RAR of 3 means that the strategy's returns are 3 times greater than its maximum drawdown.

Win %: The percentage of wining trades out of the total amount of recorded trades. This percentage does not necessarily reflect a strategys profitability; instead, it simply shows how many times the strategy was correct.

ATT (Average Trade Time): The average holding period, in hours, of each trade. LPT (Largest Profit Trade): The trade that resulted in the largest profit (in pips). APT (Average Profit Trade): A calculation of the gross profit (in pips) divided by the number of profitable trades.

LLT (Largest Losing Trade): The trade that resulted in the largest loss (in pips). ALT (Average Losing Trade): A calculation of the gross loss (in pips) divided by the number of losing trades.

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Start Date: The day the strategy began trading with a specific currency pair. Add/Remove Columns Icon: Click on this icon to add or remove columns (your trading criteria) from the results table.

Add Strategy: Click on the Plus icon to add a strategy to your portfolio. When adding a strategy, you should set the amount (k) which determines the lot size of the positions opened by this strategy from now on. You can also set a pause level to the strategy in order to inactivate it automatically, when its losses (based on close positions only) meet your comfort level.

Additional Functions Export to Excel: Exports the data to Excel for further analysis. Display Mode: Allows you to change the display mode to table only, graph only, or both.

Notes & Tips Use the Watch List to follow up on strategies performance before actually adding them to your portfolio. Try different combinations of strategies to see how they work together as a portfolio. Clicking on the strategy name opens the strategy card, where you can find detailed information about its trading history.

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 You can view a combination of up to 5 strategies in the Graph area.

You can add strategies directly to your Portfolio by clicking on the Plus icon in the table or in the graph.

Your account will not be affected by positions opened by strategies from your Watch List.

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PORTFOLIO

Your Trading Portfolio consists of all the strategies you have chosen to trade in your account. The strategy providers open and close positions according to their rules and understanding of the market. When a strategy is added to your portfolio, every trade sent by it opens in your account. When adding a strategy, you should set the amount (k) which determines the lot size of the positions opened by this strategy from now on. You can also set a pause level to the strategy in order to inactivate it automatically, when its losses (based on close positions only) meet your comfort level. Moreover, you can control the activation of a strategy by checking/un-checking the box next to the strategy name. After you added the strategy, you can edit the trade size and pause level, by clicking on the modify icon.

When adding a strategy, you should set the amount (k) which determines the lot size of the positions opened by this strategy from now on. You can also set a pause level to the strategy in order to inactivate it automatically, when its losses (based on close positions only) meet your comfort level.

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Terms and Definitions Exposure: Indicates your portfolios leverage, should all the strategies open all of their max positions simultaneously. Your Portfolios Exposure is calculated as follows: [Sum (Amount (k)*Max Pos)]/(Account Balance). Exposure Meter: A visual presentation of your portfolios exposure (a risk gauge). The closer the needle is to the red zone, the riskier your portfolio is.

Active Checkbox: Click on this checkbox to inactivate or activate a strategy without removing it from your portfolio. When Strategy is inactive, new positions will not be opened by it. Open positions will remain open until it is closed manually or by the strategy.

Strategy Name: Generic strategy name. Symbol: Traded currency pair. T-score Rating System: A unique Tradency scoring method, operating on a scale of 1 to 10, which indicates strategies relevance to current market conditions (momentum) and takes into consideration strategies risk and reward. A Strategys T-score appears as N/A when it has not yet reached 50 tradesthat is, when Tradency does not yet have enough information to rate it.

Pause: The level you set to automatically inactivate the strategy. Amount (k): A trades size in multiples of 1,000 currency units (e.g. 100k= 100,000 currency units=1 lot; 10k= 10,000 currency units=1 mini lot).

Modify Icon: Allows you to modify your strategys money management setting and pause level. Pay attention to your portfolio Exposure.

Remove icon: Allows you to remove a strategy from your portfolio.

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Additional Functions Export to Excel: Exports the data to Excel for further analysis. Graph Display: Changes the display mode from table to pie chart. There are two pie displays: Portfolio Strategies Volume Distribution and Portfolio Symbols Distribution.

Notes & Tips It is up to you to determine the exposure of your portfolio according to your trading parameters. In order to lower your portfolios exposure, you could decrease the Amount (k), reduce the amount of strategies or add funds to your account. Pay attention to the Exposure Meter. This risk gauge operates on a scale of 0-100, with anything over 80 (red zone) considered excessive. Do not confuse your Portfolio Exposure with the maximum amount of leverage, that your broker is willing to offer. As soon as a strategy is added to your portfolio, its new trades will be automatically placed in your account. It might take some time for a strategy to open a trade after being added to your portfolio.

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RATES

View the Bid and Ask prices of all the trading symbols in the platform, and open a manual position to Buy or Sell directly from the chosen rate. You can also open a manual position by clicking on a rate in the rates display at the top.

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Terms and Definitions Account: If you have more than one account, select the account where you wish to place the trade. B/S: A Buy or Sell order. Symbol: Traded currency pair. Amount (k): A trades size in multiples of 1,000 currency units (e.g. 100k= 100,000 currency units=1 lot; 10k= 10,000 currency units=1 mini lot). Market Order Type: An order to buy or sell at the best current available price. Entry Order Type: An order to Buy or Sell at a specific price chosen by the trader. When the market reaches that price, the order is executed. You must enter the Entry Price in a rate format (e.g. GBPJPY- 140.34) Advanced Stop: A price level at which a trade will be automatically closed, to protect it from further losses. Limit: A price level at which a trade will be automatically closed, to lock in profits.

Notes & Tips You can choose which rates will be shown in the rates display (on the top of the screen) by clicking on the Rates Setting icon. The number of rates you can display is determined by your screen resolution.

Stops and Limits can be placed while opening a position. In addition, you may modify the Stops and Limits for any Order or Open Position" by clicking on the "modify" icon. When modifying Stops or Limits for a strategy's position the more conservative modification will be honored (for Stops, this is the lower pips delta; for Limits, this the higher pips delta).

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ACCOUNT ACTIVITIES

Account Activities is a summary of all the activities, which took place in your account, TOOK OUT THE WORD such as platform login, opening or closing positions and any modification to your portfolio. You can filter this data by action type, strategy and/or time frame. Term and Definitions Actions: The types of actions included in the Account Activities TOOK OUT THE PHRASE. Login/ Logout: Lists your every login and logout from the platform. Modify Portfolio: Lists the addition and removal of strategies to and from your portfolio, or your modification of a strategys Money Management. Open Position/Order: Lists each position and order opened in your account (opened either by strategy or manually). Close Position/Order: Lists closed positions and orders in your account (closed either by strategy or manually). Modify Position/Order: Lists Stop and Limit modifications to each position or order opened in your account.

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Notes & Tips Use these details to analyze the activity in your account. You can also subscribe to a Notifications service (from the SETTINGS tab on the top

right hand corner) and receive notifications by email for every position opened and closed in your account.

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POSITIONS- OPEN POSITIONS

This tab shows a list of the open positions that were opened either manually or by strategies. The number of open positions is shown next to the tab name [e.g. Open Positions (3)].

The Margin Meter shows your available margin when new positions are opened in your account and notifies you of a Margin Call.

You can choose between the following display modes in the graph area: Symbols distribution by Pips Bar, Strategies distribution by Pips Bar.

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Terms and Definitions Ticket: A trades identification number. Strategy: Generic strategy name. When a manual position is opened, its name is Manual. Symbol: Traded currency pair. B/S: A Buy or Sell order. Amount (k): A trades size in multiples of 1,000 currency units (e.g. 100k= 100,000 currency units=1 lot; 10k= 10,000 currency units=1 mini lot). Open Price: The price received when a position was opened. Pips: Net pips accumulated for each open position. P/L: Profit or Loss (in account currency terms) accumulated for each open position. Stop: A price level at which a trade will be automatically closed, to protect it from further losses. Limit: A price level at which a trade will be automatically closed, to lock in profits. Modify Icon: Allows you to modify a position's Stop or Limit. Close icon: Allows you to close a position manually. Rollover: The amount credited or debited to your account for trades held overnight (5:00 p.m. EST) due to different interest rates between the currencies. Last Price: The current market price. Open Time: The date and time when a position was opened.

Additional Functions Export to Excel: Exports the data to Excel for further analysis. Display Mode: Changes the display mode to table only, graph only, or both.

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Notes & Tips After submitting a manual position, you will receive a notification regarding its execution status. Only after being executed successfully, the position will be shown in the Open Positions. To change the display mode, choose the preferred display from the left hand corner of the graph.

You can modify any open positions Stop or Limit (by clicking on the "modify" icon), or close the positions manually (by clicking on the "close" icon). When modifying Stops or Limits for a strategy's position the more conservative modification will be honored (for Stops, this is the lower pips delta; for Limits, this the higher pips delta). If you close a position early and the strategy sends an order to close, it will have no effect. It will not open a new trade in the opposite direction, the platform identifies orders to open and close differently. In order to view a position's rollover, last price and open time, click on the "arrow" icon .

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POSITIONS- ORDERS

This tab shows a list of the entry positions created manually in your account before they open upon reaching the entry price. Terms Definitions Order ID: A trades identification number. Strategy: Generic strategy name. When a manual position is opened, its name is Manual Symbol: Traded currency pair. B/S: A Buy or a Sell order. Amount (k): A trades size in multiples of 1,000 currency units (e.g. 100k= 100,000 currency units=1 lot; 10k= 10,000 currency units=1 mini lot). Open Price: The entry price in which the position will be opened once the market reaches it. Last Price: The current market price. Stop: A price level at which a trade will be automatically closed, to protect it from further losses. Limit: A price level at which a trade will be automatically closed, to lock in profits. Open time: The date and time when the order was sent. Modify Icon: Allows you to modify an order's Stop or Limit. Delete icon: Allows you to delete an order.

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Notes & Tips After submitting an entry order, you will receive a notification regarding its execution status. Only after the position is actually opened will it appear in the Open Positions.

You can modify any orders Stop or Limit, or delete the orders manually.

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POSITIONS- CLOSED POSITIONS

This tab shows a list of the positions that were closed either manually or by a strategy in your account. You have the option to filter the data by strategy name, symbol or time frame. You can choose between the following display modes in the graph area: Total P/L per Strategy & Pair Bar, Total P/L Curve

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Terms and Definitions Ticket: A trades identification number. Strategy: Generic strategy name. When a manual position is opened, its name is Manual. Symbol: Traded currency pair. B/S: A Buy or Sell order. Amount (k): A trades size in multiples of 1,000 currency units (e.g. 100k= 100,000 currency units=1 lot; 10k= 10,000 currency units=1 mini lot). Open Price: The price received when a position was opened. Close price: The price received when the position was closed. Close Time: The date and time when a position was closed. Pips: The Net pips accumulated for each closed position. P/L: Profit or Loss (in account currency terms) accumulated for each closed position. Rollover: The Amount credited or debited to your account for trades held overnight (5:00 p.m. EST) due to different interest rates between the currencies. Stop: A price level at which a trade will be automatically closed, to protect it from further losses. Limit: A price level at which a trade will be automatically closed, to lock in profits. Commission: The commission fee for each closed position. Open Time: The date and time when a position was opened.

Additional Functions Export to Excel: Exports the data to excel for further analysis. Display Mode: Changes the display mode to table only, graph only, or both.

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Notes & Tips Use Closed Positions data to analyze your account history. You can filter the data by strategies and find out which strategy worked best for you. To change the display mode, choose the preferred display from the left hand corner of the graph.

In order to view a position's rollover, stop, limit, commission and open time click on the "arrow" icon .

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